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STEP Global Congress

Our flagship thought leadership event returns for 2025 in Rome, Italy. Last time, more than 350 delegates joined us from 47 countries.

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STEP UK Tax, Trusts and Estates Conference

The STEP UK Tax, Trusts and Estates Conference is back for 2024! Choose from three venues or purchase the webcasts. 9 October – Bristol, 21 October – London, 6 November – Leeds

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England and Wales CPD Masterclass Series

This new event series will take place throughout 2025 to provide essential CPD updates. Each of the in-person Masterclass topics will take place at seven different locations across England & Wales. They will also be able to purchase as webcasts for those that cannot attend in person.

Register for the series today

STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. Learn more about STEP today.

Alerts

  • STEP EDI Survey: STEP is surveying its members on equity, diversity, and inclusion issues. STEP strives to be open and welcoming to all and is keen to understand the extent to which its members consider it so. We have commissioned an independent company, Dodds & Law Research Associates Ltd, to conduct this research on our behalf to ensure the anonymity of responses. We very much hope you will take part, and thank you for your assistance with this important initiative.
  • Warning - list scams: We have seen a steady increase in 'list selling' emails claiming the STEP membership list or an attendance list of one of STEP's conferences. These emails are scams. Find out more
Industry News
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Australia reviews tax promoter penalty laws

A consultation has been launched on Australia's tax promoter penalty laws.

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EWCA ruling lowers freezing order merit threshold to 'serious issue to be tried'

The merits threshold for worldwide freezing order applications has been clarified in the England and Wales Court of Appeal's (EWCA’s) ruling in Dos Santos v Unitel (2024 EWCA Civ 1109).

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Final version of BVI business companies Act amendments is gazetted

The British Virgin Islands (BVI) Business Companies (Amendment) Act 2024 (the Act) has received governor's assent and was gazetted on 26 September 2024.

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Tackling Economic Crime

Expert analysis of existing measures to combat financial crime and practical recommendations on how to address the gaps

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60 second interviews

As part of celebrating this year's STEP Excellence Awards winners we spoke to one of our winners, Alexandra Geiger TEP from MME Legal AG.

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SIG Elections

Apply to join one of the Global SIG Steering Committees by 31 October 2024 The steering committees of our various SIGs are now accepting applications to fill a number of vacancies on each of the steering committees. Global applications are welcomed.

Apply today
Bermuda Conference

The STEP Bermuda Conference will take place on the 15 - 16 October 2024 at the Bermuda Underwater Exploration Institute.

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Certificate in Anti-Money Laundering

Protect your firm with an enhanced insight as to how to identify and prevent money laundering.

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CPD Audit Notice

The 2024 CPD Audit commenced on 27 August. Those selected for audit have been notified via email and must submit their CPD records for review by 27 October.

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STEP Directory

Search for STEP members, firms, branches or jurisdictions.

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How to join STEP

There are four levels of STEP membership: Full Member (TEP) – our highest level of membership for experienced practitioners; Associate; Affiliate; and Student – entry-level membership for those just starting out.

Depending on your experience and qualifications/credentials you can join STEP as a Student, Affiliate or Full Member (TEP). Practitioners who join at Student or Affiliate level can work their way up to TEP status via our Exam or Essay Route, or through acquiring the necessary level of experience.

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Setting Standards

Our Codes of Professional Conduct set out the ethical and professional standards our members should uphold.

View professional standards